πππSell in May and Go Away? I don't think so. Not when
$NVIDIA(NVDA)$ is reporting its latest quarterly report today! The global markets are holding their breath to see if Jensen Huang can single handedly ignite another massive technology supercycle or send everyone running for safety.
Adding rocket to the fuel is Kevin Warsh, the new Fed Chair. He takes the wheel at a time where the closure of the Strait of Hormuz has sent energy prices spiralling, resulting in high inflation.
Add or Trim NVIDIA? I vote ADD. Why?
3 reasons:
Blackwell & Rubin Supercycles. Jensen said that NVIDIA has locked in at least USD 1 Trillion in orders for both chips, through to end of 2027.
Big Tech Capex: Hyperscalers are accelerating their AI Capex. NVIDIA is a big beneficiary.
CUDA Moat: This platform is the global industry standard that millions of AI developers use to write code.
Best way to buy NVDA is through Dollar Cost Averaging.
@Tiger_comments @TigerStars @Tiger_SG
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